Baker Avenue Asset Management, LP - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$3,737,200
+35.0%
77,696
+40.9%
0.19%
+34.5%
Q2 2023$2,768,903
+63.1%
55,135
+64.5%
0.14%
+51.1%
Q1 2023$1,698,174
+0.9%
33,521
-1.4%
0.09%
-8.9%
Q4 2022$1,683,006
+69.0%
34,007
+64.3%
0.10%
+60.3%
Q3 2022$996,000
+6.1%
20,698
+10.0%
0.06%
+1.6%
Q2 2022$939,00018,8190.06%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,405,554$76,518,00021.30%
Leonard Rickey Investment Advisors P.L.L.C. 516,986$28,145,00017.61%
LWS Wealth Advisors, Inc. 379,156$20,641,00010.14%
SCS Capital Management LLC 8,206,023$446,736,0009.17%
Wealthfront Advisers LLC 19,870,697$1,081,761,0007.73%
RIVERSEDGE ADVISORS, LLC 245,779$13,380,0007.08%
First Ascent Asset Management, LLC 212,283$11,557,0006.27%
STEPH & CO 115,583$6,292,0005.88%
RWA WEALTH PARTNERS, LLC 969,147$52,760,0005.55%
Quaker Wealth Management, LLC 187,904$10,230,0005.50%
View complete list of VANGUARD MUN BD FDS shareholders